Senior Service Network

 

Financial Services

Ron Baker
Jim Yasinski
Conway Financial Services
137 Washington St.
Norwell, MA 02061
Phone: 781-681-9400
Fax: 781-982-0295
E-mail:rbaker@conway-financial.com
www.conwayfinancial.com

Ron Baker

Reverse Mortgage
Conway Financial Services (CFS), the mortgage division of Jack Conway real estate company, has been assisting South Shore customers since 1994. Our Reverse Mortgage specialists offer personal consulations as well as free informational seminars throughout the area. Finance with confidence-Call Conway Financial Services.

Cindy Bovaird
Gina Broderick
South Shore Savings Bank
1530 Main Street
S Weymouth MA 02190
Phone: 781-337-3000
Fax: 781-335-4619
GBroderick@SSSB.com
www.sssb.com

 

South Shore Savings Bank is a mutual savings bank.  We assist seniors with finances and reverse mortgages.

Bob Bowen
Poli Mortgage Group
1400 Boston Providence Turnpike
Norwood, MA 02062
617-823-2604
Fax: 781-634-0521
Robert.Bowen@Polimortgage.com

Poli Mortgage, the second largest privately held mortgage company in New England, is both a lender and a mortgage broker. Borrowers receive an analysis of the current loan and suggested loan programs with the objective being attainment of financial objectives through the mortgage which best suites them.

John Bridges
Genworth Financial
15 New England Executive Park 2nd Floor
Burlington, MA 01803
508-292-1914
Fax: 508-457-9234
johnbridges@adelphia.net

John Bridges is a long term care specialist who provides a resource of information about options for both healthy and health impaired individuals or business owners who want to protect against the risk of long term care.

Denise Bruce
American Home Mortgage
45 Braintree Hill Office Park
Braintree, MA  02184
Phone: 781-248-5642
Fax: 866-666-9583
E-mail: denise.bruce@americanhm.com
www.Americahm.com/Denise.Bruce

Providing over 2000 mortgage products and outstanding personal customer service in mortgage financial planning.

Martin D. Cohen
Mass Insurance & Financial Service Center Inc.
PO Box 388
Taunton MA 02780
Phone: 508-822-1199
Fax: 508 -822-1199
MDCCSA@AOL.COM

Our Agency specializes in regular insurance, life, health, dental, disability, annuities for retirement.

Charles DiPirro
Boston South Financial Services
160 Old Derby Street
Hingham, MA, 02043
Phone: 781-749-1104
Fax: 781-749-1145
Email: cedipirro@verizon.net
www.bostonsouthfinancial.com

Charles DePirro

We advise and assist in Risk Management: Life, Accident, Health Insurance, also long term care and income replacement. We also assist in business succession, portfolio management, investment and annuities. We develop unique and creative strategies for estate planning.

Christine M Fitzsimmons
Great American Senior Benefits
167 Pleasant Street
Post Office Box 700
South Yarmouth, MA  02664
Phone: 508-685-9893
Fax: 508-619-4841
Email: christinemfitzsimmons@comcast.net
www.gafri.com

We provide personalized, responsive service in the health, life and financial needs of seniors through asset protection including AARP Medicare Supplement (by United HealthCare Insurance Company), Long Term Care Insurance, Senior Life Insurance, Fixed-Equity Indexed Annuities.  Call us for a free consultation.

Susan Grunwald
Reverse Mortgage Equity Loan Officer
Bank of America
181 Court Street
Plymouth, MA 02360
781-812-8845 (cell)
781-934-5254 (tel)
susan.k.grunwald@bankofamerica.com

Retire in the comfort of your home. The Senior Equity Reverse Mortgage from Bank of America is an exciting way for homeowners, age 62 and older, to enjoy financial security and stability while staying in their home for as long as they’d like.

Meredith Johnson
Director of Planned Giving
The Salvation Army - Massachusetts Division
25 Shawmut Road
Canton, MA 02021
Toll Free:  1-866-338-2769 (ARMY)
E-Mail: MLJohnson@USE.SalvationArmy.org
http://www.tsalegacy.org

Meredith Johnson

Surprised to find The Salvation Army in this category?  Financially savvy philanthropy can create additional income for you and loved ones, save significant taxes (estate, capital gains, income) and provide a generous charitable deduction, all in the context of bringing hope to others through your support of The Salvation Army.

Veva D. Johnson
Professional Bookkeeping Services, Inc.
531 Pleasant Street
S. Weymouth, MA 02189
Phone: 781-335-4055
Fax: 781-335-1569
E-mail: veva@comcast.net
Website:
www.professionalbookkeepingservicesinc.com

 

We help Seniors and or their care givers deal with the financial maze. We provide the following services. Bill pay, sort mail, medical insurance, bank reconciliations, gather year end information for tax person if a return is needed.

Mitch Marcus, CLU
183 Whiting St. Suite 15
Hingham MA 02043
Phone: 781-749-2151
Fax: 781-749-2172
E-mail: mitchmarcusclu@gmail.com

Mitch Marcus

We have been serving the needs of businesses and individuals since 1978. Mitch is an experienced financial specialist who focuses on educating his clients regarding the differences between insurance and investment products and then facilitate in getting them the right product to fit their needs.

Bill McCormick
Advanced Mortgage Services
335 Washington Street
Norwell, MA 02061
Phone: 339-788-1533
Fax: 781-659-6566
E-mail: bmccormick@ams-loan.com
www.ams-loan.com

Bill McCormick

Reverse Morgage Specialist.

Craig Phillips
Senior Equity Financial, Inc.
140 N. Franklin Street, Suite 2-7
Holbrook, Ma 02343
(800) 261-8507 - Toll Free
(617) 290-5566 - Cell
cphillips@seniorequityfinancial.com
www.seniorequityfinancial.com

Craig Phillips

Assist seniors with home financing solutions concentrating specifically with the Federally Insured Home Equity Conversion Mortgage. This program enables individuals aged 62 or older to convert some of their home’s equity into tax-free cash. Unlike traditional equity loans, no repayment is required until the home is no longer the principal residence.

Virginia M. "Ginny" Polio
YES – Your Executive Secretary
6 Porter Avenue, 
Braintree, MA 02184
Phone:  781-843-5638; 
Cell:  617-842-7174
E-mail:  ginnypolio@gmail.com

Virginia Polio

YES does bill-paying, balancing of checkbooks, and readying paperwork for tax preparers for seniors at their residences from Dorchester throughout the South Shore.  Also, personal errands and local transportation can be provided, as well as friendly visitor services.  Bonded, friendly, experienced, flexible, mature, honest.  I'm also attaching a photo to be uploaded.

Paul Savery
Reverse Mortgage Consultant
Wells Fargo Home Mortgage
280 Route 130, Suite B1
Sandwich, MA 02644
Phone: 508-380-7412
Fax: 866-512-7391
Paul.M.Savery@wellsfargo.com
www.wellsfargo.com

Wells Fargo is the nation's largest provider of Reverse Mortgages and the only AAA rated bank in the USA. From the time of your application, we work with you directly throughout the life of your reverse mortgage. For over 155 years, the Wells Fargo name has stood for reliability and integrity. I look forward to working with you on your reverse mortgage!

Debbie Whitman
Ace Bookkeeping Solutions
349 North Ave. #2
Rockland, MA  02370
Phone: 781-799-4671
acebookkeepingsolutions@yahoo.com

Service for individuals: We'll write your checks,  prepare your stubs and envelopes,  all you do is sign the check and mail. Monthly we can reconcile your bank accounts.

Businesses:  Process receivables, customer payments and payables, print invoices, write checks, reconcile bank accounts. Services can be customized to your specific needs.

Bryan Woodford & Edward Devin
Woodford Medicaid Consultants, Inc.
24 Harriet Rd.
Abington, MA 02351
Phone: 781-982-6093
Fax: 781-982-2847
E-mail: edevin@woodfordmedicaid.com
www.woodfordmedicaid.com

Nursing Home Financial Planning
We are experts on the complicated rules and regulations regarding Medicaid and the 5 Year Look Back. Skilled nursing facilities across Massachusetts have trusted the Woodford name for over a decade. The sooner you call, the more prepared you will be.